Name: Jeffrey Small on Fed's Balancing Act & Mag 7's CapEx Potential
Uploaded: 2026-02-11T16:43:07.98-06:00
Duration: 7 min 52 s
Description: Jeffrey Small explains that a resilient labor market and strong GDP forecasts are challenging the case for near-term rate cuts. While high valuations sparked recent volatility in stocks like Microsoft (MSFT) and Nvidia (NVDA), Small views the massive Mag 7 AI CapEx as a long-term investment cycle similar to Amazon’s (AMZN) early days.

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Jeffrey Small explains that a resilient labor market and strong GDP forecasts are challenging the case for near-term rate cuts. While high valuations sparked recent volatility in stocks like Microsoft (MSFT) and Nvidia (NVDA), Small views the massive Mag 7 AI CapEx as a long-term investment cycle similar to Amazon’s (AMZN) early days.&nbsp;

Jeffrey Small on Fed's Balancing Act & Mag 7's CapEx Potential

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